Daniel Heinekamp
Daniel Heinekamp is a CFP-designated registered investment advisor at Heinekamp Financial Planning & Tax Service LLC, based in Brownsburg, IN, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 230 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fees are negotiable. The maximum fee is 0.99%; however, Heinekamp Financial may choose to charge a lower quarterly fee at its discretion.
Fee Estimator
Location
690 W. Northfield Drive, Ste 100, Brownsburg, IN, 46112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Heinekamp Financial Planning & Tax Service LLC
Sch Enterprises, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.